Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,389 institutions that hold shares in the stock, with a total of 1.45 Billion shares, which have been reported (via 13F filing form) to have a value of $224 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,348
shares
|
$363,517
0.03% of portfolio
|
Q3 2025
Added 55.81%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
2,348
shares
|
$363,517
0.1% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
2,345
shares
|
$363,052
0.1% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Archvest Wealth Advisors, Inc.
|
Oct 29, 2025 Q3 2025 |
2,344
shares
|
$362,898
0.33% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 19, 2025 Q3 2025 |
2,342
shares
|
$362,588
0.27% of portfolio
|
Q3 2025
Added 31.2%
|
|
|
North Point Portfolio Managers Corp
|
Oct 23, 2025 Q3 2025 |
2,340
shares
|
$362,278
0.07% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
2,337
shares
|
$361,814
0.09% of portfolio
|
Q3 2025
Reduced 12.7%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
2,335
shares
|
$361,504
0.06% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
2,335
shares
|
$361,504
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Shayne & Co., LLC
|
Nov 04, 2025 Q3 2025 |
2,334
shares
|
$361,349
0.11% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
2,333
shares
|
$361,195
0.24% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Mcia Inc
|
Nov 12, 2025 Q3 2025 |
2,323
shares
|
$359,646
0.06% of portfolio
|
Q3 2025
Added 67.0%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,320
shares
|
$359,182
0.08% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Holistic Financial Partners
|
Nov 07, 2025 Q3 2025 |
2,320
shares
|
$359,182
0.15% of portfolio
|
Q3 2025
Added 12.4%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
2,317
shares
|
$358,717
0.07% of portfolio
|
Q3 2025
Added 8.02%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
2,303
shares
|
$356,550
0.27% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
2,302
shares
|
$356,395
0.24% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
2,299
shares
|
$355,931
0.11% of portfolio
|
Q2 2025
Reduced 33.52%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 22, 2025 Q3 2025 |
2,297
shares
|
$355,621
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
2,294
shares
|
$355,157
0.23% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
2,294
shares
|
$355,157
0.2% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 30, 2025 Q3 2025 |
2,291
shares
|
$354,692
0.06% of portfolio
|
Q2 2025
Reduced 11.61%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
2,291
shares
|
$354,692
0.08% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
2,290
shares
|
$354,537
0.03% of portfolio
|
Q3 2025
Added 29.52%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
2,289
shares
|
$354,382
0.0% of portfolio
|
Q3 2025
Added 88.71%
|
|